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世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ
メガAUM
2,000億ドル超
AUMが大きい
100億〜2,000億ドル
中規模AUM
20億ドル~100億ドル
運用資産が少ない
2億5,000万ドル~20億ドル
小規模AUM
2億5,000万ドル未満
10%未満
20%未満
40%未満
60%未満
80%未満
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名前 | AUM |
AUM 増加率 |
AUM 成長率% |
四半期 推定リターン |
3年間の推定リターン | 保有銘柄 | ポートフォリオ回転率 |
平均保有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
BWM
5901
Bullock Wealth Management
Bloomington,
Indiana
| $1.79億 | +$747万 | +4% | 1.46% | 101% | 634 | 14.2% | 2.6 |
|
| 5902 |
AIA
5902
Arcadia Investment Advisors
Eagle,
Idaho
| $1.79億 | -$469万 | -3% | 2.37% | 56.4% | 80 | 0% | 4.9 |
|
| 5903 |
5903
Causey Wealth LLC
Greenwood Village,
Colorado
| $1.79億 | +$724万 | +4% | 1.42% | – | 72 | 16.67% | 0.2 |
|
| 5904 |
CA
5904
Continental Advisors
Park City,
Utah
| $1.79億 | -$3846万 | -18% | 1.46% | 73.6% | 42 | 4.76% | 6.4 |
|
| 5905 |
5905
Lipe & Dalton
Syracuse,
New York
| $1.79億 | -$984万 | -5% | 1.4% | 101% | 97 | 11.34% | 6.3 |
|
| 5906 |
5906
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $1.79億 | +$170万 | +1% | 1.39% | 66.8% | 137 | 5.84% | 6 |
|
| 5907 |
5907
Guerra Advisors
Miami,
Florida
| $1.79億 | -$168万 | -0.9% | 3.65% | – | 68 | 20.59% | 0.2 |
|
| 5908 |
5908
GEM Asset Management
Plymouth,
Michigan
| $1.79億 | -$77.7万 | -0.4% | 2.47% | 62.9% | 100 | 14% | 1.7 |
|
| 5909 |
5909
Vawter Financial
Columbus,
Ohio
| $1.78億 | +$1202万 | +7% | 1.19% | 48% | 107 | 13.08% | 1.6 |
|
| 5910 |
5910
Traveka Wealth
Los Altos,
California
| $1.78億 | -$295万 | -2% | 0.72% | 78.1% | 157 | 15.92% | 0.9 |
|
| 5911 |
5911
IRON Financial
Northbrook,
Illinois
| $1.78億 | +$38.7万 | +0.2% | 1.03% | 60.6% | 135 | 39.26% | 3.1 |
|
| 5912 |
5912
University of Massachusetts Foundation
Newton,
Massachusetts
| $1.78億 | -$760万 | -4% | 1.24% | 53.6% | 4 | 0% | 4.9 |
|
| 5913 |
5913
RHS Financial
San Francisco,
California
| $1.78億 | -$1498万 | -8% | 1.45% | 65.6% | 148 | 23.65% | 2.2 |
|
| 5914 |
5914
Optivise Advisory Services
Franklin,
Tennessee
| $1.78億 | -$736万 | -4% | 1.79% | – | 211 | 24.17% | 0.6 |
|
| 5915 |
5915
Johnson & White Wealth Management
York,
Pennsylvania
| $1.78億 | +$1289万 | +8% | 0.93% | 85.1% | 102 | 7.84% | 1 |
|
| 5916 |
5916
Birchbrook
Bangor,
Maine
| $1.78億 | +$206万 | +1% | 0.9% | 49.1% | 305 | 17.05% | 1.1 |
|
| 5917 |
5917
Aletheian Wealth Advisors
Bellevue,
Washington
| $1.78億 | +$876万 | +5% | 0.69% | – | 97 | 22.68% | 2 |
|
| 5918 |
5918
Transcendent Capital Group
Edmond,
Oklahoma
| $1.78億 | -$1546万 | -8% | 3.03% | 82.3% | 448 | 81.7% | 1.1 |
|
| 5919 |
5919
Napatree Capital
Westerly,
Rhode Island
| $1.78億 | +$750万 | +4% | 0.78% | – | 202 | 13.86% | 0.8 |
|
| 5920 |
5920
Solas Capital Management
Darien,
Connecticut
| $1.78億 | +$2717万 | +18% | 4.06% | 62.5% | 22 | 18.18% | 1.9 |
|
| 5921 |
5921
Wealth Quarterback
Toms River,
New Jersey
| $1.78億 | -$3527万 | -17% | 1.04% | 109% | 135 | 20% | 2.7 |
|
| 5922 |
KCM
5922
Kempner Capital Management
Galveston,
Texas
| $1.78億 | -$450万 | -2% | 0.18% | 60.9% | 52 | 11.54% | 4.2 |
|
| 5923 |
5923
Napa Wealth Management
Napa,
California
| $1.78億 | -$5364万 | -23% | 0.74% | – | 222 | 51.8% | 0.5 |
|
| 5924 |
5924
Yoder Wealth Management
Walnut Creek,
California
| $1.78億 | -$336万 | -2% | 3.25% | 69.3% | 112 | 5.36% | 1.6 |
|
| 5925 |
5925
Resolute Capital Asset Partners
Denver,
Colorado
| $1.78億 | -$823万 | -4% | 4.46% | 657% | 56 | 69.64% | 0.5 |
|